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Year to Date Return Calculations Rate this Topic:
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jalaka
Posted : Tuesday, March 3, 2009 2:05:12 PM
Gold Customer Gold Customer

Joined: 12/7/2004
Posts: 5
I have just migrated from Blocks to StockFinder. I have a screen showing mutual funds with the returns for various periods of time, i.e., 1 month, 3 months, 6 months, 1 year and Year to date.  For the year to date calculation, it seems that I have to input the number of days so far in the year in the "% Change Period" portion of the Edit Column in order to get a calculation of percentage return for the year to date.  If this is correct, should I be inputting the calendar days of the year or only the days on which the market is open?  Also, your trainer, Mike, whose presentation I attended last week, told me that I could input January 1, 2009 in the edit field and that the system would automatically calculate the year to date returns.  In the Edit Screen, I cannot find any way to input a beginning date.  Please advise me as to how I can most easily calculate Year to Date Performance.
Thanks
Bruce_L
Posted : Tuesday, March 3, 2009 2:40:17 PM


Worden Trainer

Joined: 10/7/2004
Posts: 65,138
You would want to enter Market Days, not Calendar Days. The built in Percent Change Watchlist Column does not have an option to enter a Date. You may wish to try Dragging and Dropping the following RealCode Indicator to the Watchlist and selecting Raw Value to create the desired Watchlist Column:

Static PrevYearClose As Single
If isFirstBar Then
    PrevYearClose = Single.NaN
Else If Price.DateValue.Year <> Price.DateValue(1).Year Then
    PrevYearClose = Price.Last(1)
End If
Plot = 100 * (Price.Last / PrevYearClose - 1)

-Bruce
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